Original filing (PDF)20250206194828NAL0012884177001

SUMMIT GLOBAL MANAGEMENT, INC.

Name: SUMMIT GLOBAL MANAGEMENT, INC. — SUMMIT GLOBAL MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SUMMIT GLOBAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

SUMMIT GLOBAL MANAGEMENT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT GLOBAL MANAGEMENT, INC..

Plan sponsor

Name

SUMMIT GLOBAL MANAGEMENT, INC.

EIN

31-1064937

Address

10021 WILLOW CREEK ROAD · SAN DIEGO, CA · 92131

Phone

(619) 316-4335

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-06

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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